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Financial Advisor   

$100MM AUM | $1MM GDC in Little Rock, AR

Member Level
Basic
Last Activity
6 months or more

Business Mix:

12% Comm
88% Fee

General

Location
Little Rock, AR, US
12 Month Gross Revenue
$1,000,000
Number of Accounts
500
Avg Client Age
60

Overview

Our team of five is looking to purchase advisor books under $20 million AUM. We are open to a variety of arrangements that best suit the retiring advisor and their clients. We focus on building deep relationships with our clients and consolidating their assets in a wrap program.

 
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